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14Aug2016
Wealthtrac awaits ANZ platform decision
SourceFinancial ObserverInvestment platform provider Wealthtrac has reached $1.1 billion in funds under administration (FUA) despite uncertainty over the future of its white-label Oasis and PortfolioOne wrap platforms cre... -
08Feb2016
Oasis axing puts Wealthtrac onto new interface
SourceFinancial ObserverFinancial advisers using the Wealthtrac investment platform can expect to use a new Macquarie Investment Management interface following ANZ’s announcement that it is winding down its Oasis of... -
04Feb2016
Wealthtrac backs ANZ's Oasis drop
SourceIFAPlatform provider Wealthtrac has acquired a competitor's Service Level Agreement (SLA) with ANZ Wealth's Oasis Funds Management. The purchase of Superior Wealth Management Solutions' (SWM) Oasis SLA... -
03Feb2016
Wealthtrac ups IFA footprint
SourceFinancial ObserverPlatform provider Wealthtrac has announced the acquisition of Superior Wealth Management Solutions’ service level agreement with Oasis, increasing the firm’s funds under administration ... -
02Feb2016
Wealthtrac increases IFA footprint with acquisition of Superior Wealth Management Solutions’ SLA with Oasis
SourceWealthtracPlatform provider Wealthtrac today announced the group had acquired fellow industry participant Superior Wealth Management Solutions’ (SWM) Service Level Agreement with Oasis that will increase Wealthtrac’s funds under administration (FUA), taking its total FUA to more than $1.4billion. -
02Feb2016
Acquisition boosts Wealthtrac FUA
SourceMoney ManagementWealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis. -
Dec2014
Wealthtrac launches client app
SourceIFAWealthtrac has launched a new mobile app designed to assist financial planning clients in accessing information about the advice industry. -
07Nov2014
Thoughts on a crowded market
SourceSMSF AdviserWealthtrac's managing director and chief executive Matthew Johnson shares his thoughts on the growth in the SMSF sector and where the superannuation industry as a whole is headed in the coming decade. -
30Oct2014
Wealthtrac launches Wrap App
SourceMoney ManagementPlatform and wrap provider Wealthtrac has sought to meet the growing use of mobile devices with the launch of a sharable App which it says will allow members of its wrap product to monitor their super on their phone or mobile device. -
30Oct2014
Wealthtrac launches app to monitor super
SourceSMSF AdviserWealthtrac has launched an app for its wrap product that will enable Wealthtrac members to monitor their super on their mobile devices.